Stratford Consulting’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,131
| Closed | -$258K | – | 54 |
|
|
2017
Q1 | $258K | Buy |
3,131
+6
| +0.2% | +$494 | 0.1% | 47 |
|
|
2016
Q4 | $281K | Buy |
3,125
+5
| +0.2% | +$450 | 0.12% | 44 |
|
|
2016
Q3 | $272K | Buy |
3,120
+571
| +22% | +$49.8K | 0.12% | 42 |
|
|
2016
Q2 | $239K | Sell |
2,549
-1,066
| -29% | -$100K | 0.11% | 46 |
|
|
2016
Q1 | $302K | Buy |
3,615
+13
| +0.4% | +$1.09K | 0.14% | 43 |
|
|
2015
Q4 | $281K | Buy |
3,602
+15
| +0.4% | +$1.17K | 0.15% | 47 |
|
|
2015
Q3 | $267K | Buy |
3,587
+1,066
| +42% | +$79.3K | 0.14% | 46 |
|
|
2015
Q2 | $210K | Buy |
2,521
+7
| +0.3% | +$583 | 0.11% | 50 |
|
|
2015
Q1 | $214K | Buy |
2,514
+7
| +0.3% | +$596 | 0.11% | 49 |
|
|
2014
Q4 | $232K | Buy |
2,507
+8
| +0.3% | +$740 | 0.12% | 49 |
|
|
2014
Q3 | $235K | Buy |
2,499
+4
| +0.2% | +$376 | 0.13% | 49 |
|
|
2014
Q2 | $251K | Buy |
2,495
+6
| +0.2% | +$604 | 0.13% | 50 |
|
|
2014
Q1 | $243K | Buy |
2,489
+5
| +0.2% | +$488 | 0.13% | 48 |
|
|
2013
Q4 | $251K | Buy |
+2,484
| New | +$251K | 0.14% | 46 |
|
|
2013
Q3 | – | Sell |
-2,225
| Closed | -$201K | – | 55 |
|
|
2013
Q2 | $201K | Buy |
+2,225
| New | +$201K | 0.12% | 48 |
|